AC
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Asio Capital’s UnitedHealth UNH Stock Holding History

Asio Capital’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.8M Sell
30,746
-2,603
-8% -$965K 1.64% 16
2026
Q1 		$9.02M Buy
33,349
+6,772
+25% +$2.02M 1.27% 20
2025
Q4 		$8.77M Buy
26,577
+2,344
+10% +$794K 1.24% 20
2025
Q3 		$8.37M Buy
24,233
+3,793
+19% +$1.15M 1.25% 21
2025
Q2 		$6.38M Buy
20,440
+4,841
+31% +$1.85M 1.06% 27
2025
Q1 		$8.17M Buy
15,599
+848
+6% +$434K 1.58% 17
2024
Q4 		$7.46M Sell
14,751
-170
-1% -$96.6K 1.41% 20
2024
Q3 		$8.72M Sell
14,921
-41
-0.3% -$23.2K 1.66% 17
2024
Q2 		$7.62M Buy
14,962
+64
+0.4% +$31.4K 1.56% 19
2024
Q1 		$7.37M Buy
14,898
+1,052
+8% +$535K 1.56% 17
2023
Q4 		$7.29M Buy
13,846
+59
+0.4% +$31.5K 1.7% 15
2023
Q3 		$6.95M Buy
13,787
+10
+0.1% +$4.92K 1.85% 13
2023
Q2 		$6.62M Sell
13,777
-26
-0.2% -$12.7K 1.62% 14
2023
Q1 		$6.52M Buy
13,803
+15
+0.1% +$7.24K 1.69% 12
2022
Q4 		$7.31M Sell
13,788
-178
-1% -$94.3K 2.1% 7
2022
Q3 		$7.05M Buy
13,966
+81
+0.6% +$42.6K 2.24% 8
2022
Q2 		$7.13M Buy
13,885
+346
+3% +$174K 2.25% 8
2022
Q1 		$6.9M Buy
13,539
+648
+5% +$313K 1.94% 8
2021
Q4 		$6.47M Buy
12,891
+185
+1% +$83.7K 2.01% 8
2021
Q3 		$4.96M Buy
12,706
+214
+2% +$88.6K 1.71% 14
2021
Q2 		$5M Buy
12,492
+289
+2% +$115K 1.77% 12
2021
Q1 		$4.54M Buy
12,203
+546
+5% +$189K 1.88% 12
2020
Q4 		$4.09M Buy
11,657
+110
+1% +$36.9K 1.96% 11
2020
Q3 		$3.6M Buy
11,547
+738
+7% +$227K 1.97% 13
2020
Q2 		$3.19M Sell
10,809
-1,553
-13% -$445K 2.02% 12
2020
Q1 		$3.08M Buy
12,362
+687
+6% +$189K 2.63% 6
2019
Q4 		$3.43K Buy
+11,675
New +$3.05M 1.79% 7

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Asio Capital's UNH Position: Q2 2026 in Review

Asio Capital reduced its UnitedHealth (UNH) stake by 7.8% in Q2 2026, selling an estimated $965K and leaving 30,746 shares worth $12.8M. The position accounts for 1.64% of the portfolio, ranked #16.

Asio Capital first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 1,663 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Asio Capital held 30,746 shares of UnitedHealth worth $12.8M as of Q2 2026.
  • Asio Capital sold 2,603 UnitedHealth shares in Q2 2026, an estimated $965K.
  • UnitedHealth made up 1.64% of Asio Capital's portfolio in Q2 2026, its #16 holding.
  • Asio Capital first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 1,663 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Asio Capital's 13F filing for Q2 2026, filed 17 Jul 2026.